Whipplewood Advisors, LLC Reduced Holdings in Q2 2025

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
R
Ryder System Inc

Industrials
-69
- 62.73%
$130.14 - $160.88 $8.98K - $11.1K
41 $6.52M
TTWO
Take Two Interactive Software Inc

Communication Services
-63
- 75.9%
$194.58 - $243.05 $12.3K - $15.3K
20 $4.86M
DRI
Darden Restaurants Inc

Consumer Cyclical
-145
- 73.23%
$186.58 - $225.78 $27.1K - $32.7K
53 $11.6M
DHI
Horton D R Inc

Consumer Cyclical
-49
- 55.06%
$115.1 - $129.63 $5.64K - $6.35K
40 $5.16M
EW
Edwards Lifesciences Corp

Healthcare
-20
- 14.49%
$67.07 - $78.22 $1.34K - $1.56K
118 $9.23M
BNDX
Vanguard Total International B

ETFs
-79.1K
- 98.92%
$48.77 - $49.55 $3.86M - $3.92M
864 $42.8M
LYV
Live Nation Entertainment, Inc.

Communication Services
-2.8K
- 98.31%
$118.81 - $151.28 $332K - $423K
48 $7.26M
MITK
Mitek Systems Inc

Technology
-334
- 62.08%
$7.11 - $10.34 $2.37K - $3.45K
204 $2.02M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-8
- 28.57%
$136.63 - $176.62 $1.09K - $1.41K
20 $3.37M
PNR
Pentair PLC

Industrials
-1
- 2.5%
$76.17 - $103.58 $76.2 - $104
39 $4M
MCO
Moodys Corp

Financial Services
-141
- 53.41%
$396.7 - $501.59 $55.9K - $70.7K
123 $61.7M
CRUS
Cirrus Logic, Inc.

Technology
-159
- 81.96%
$77.43 - $107.58 $12.3K - $17.1K
35 $3.65M
MTB
M&T Bank Corp

Financial Services
-33
- 51.56%
$156.58 - $193.99 $5.17K - $6.4K
31 $6.01M
UNF
Unifirst Corp

Industrials
-11
- 45.83%
$161.86 - $189.64 $1.78K - $2.09K
13 $2.45M
SYF
Synchrony Financial

Financial Services
-10
- 15.87%
$43.81 - $66.74 $438 - $667
53 $3.54M
FTNT
Fortinet, Inc.

Technology
-70
- 54.69%
$84.71 - $108.69 $5.93K - $7.61K
58 $6.13M
ICE
Intercontinental Exchange, Inc.

Financial Services
-9
- 6.12%
$151.62 - $183.47 $1.36K - $1.65K
138 $25.3M
CW
Curtiss Wright Corp

Industrials
-93
- 93.0%
$283.18 - $488.55 $26.3K - $45.4K
7 $3.42M
ENSG
Ensign Group, Inc

Healthcare
-56
- 47.46%
$119.93 - $156.36 $6.72K - $8.76K
62 $9.56M
MNDY
Monday.Com Ltd.

Technology
-340
- 97.7%
$217.77 - $314.48 $74K - $107K
8 $2.52M
MSTR
Microstrategy Inc

Technology
-43
- 87.76%
$237.95 - $421.61 $10.2K - $18.1K
6 $2.43M
AZO
Autozone Inc

Consumer Cyclical
-7
- 24.14%
$3478.38 - $3880.15 $24.3K - $27.2K
22 $81.7M
NOC
Northrop Grumman Corp

Industrials
-53
- 42.4%
$456.3 - $540.39 $24.2K - $28.6K
72 $36M
CEV
Eaton Vance California Municipal Income Trust

Financial Services
-72.4K
- 80.45%
$9.43 - $10.18 $683K - $737K
17.6K $170M
PLTR
Palantir Technologies Inc.

Technology
-89
- 59.73%
$74.01 - $144.25 $6.59K - $12.8K
60 $8.18M
HD
Home Depot, Inc.

Consumer Cyclical
-17
- 6.59%
$335.24 - $380.78 $5.7K - $6.47K
241 $88.4M
NXST
Nexstar Media Group, Inc.

Communication Services
-262
- 85.34%
$144.68 - $181.86 $37.9K - $47.6K
45 $7.78M
CGGR
Capital Group Growth ETF Shs C

ETFs
-66
- 7.59%
$30.53 - $40.65 $2.01K - $2.68K
804 $32.7M
HUBS
Hubspot Inc

Technology
-5
- 21.74%
$487.07 - $672.24 $2.44K - $3.36K
18 $10M
CI
Cigna Corp

Healthcare
-11
- 18.33%
$301.89 - $340.04 $3.32K - $3.74K
49 $16.2M
GDOT
Green Dot Corp

Financial Services
-38.7K
- 99.02%
$6.7 - $10.94 $260K - $424K
383 $4.13M
ROST
Ross Stores, Inc.

Consumer Cyclical
-770
- 47.47%
$126.62 - $154.26 $97.5K - $119K
852 $109M
Ferguson Enterprises Inc
-171
- 82.21%
N/A
37 $8.06M
IVZ
Invesco Ltd.

Financial Services
-59.1K
- 99.36%
$12.14 - $15.77 $718K - $933K
381 $6.01M
MA
Mastercard Inc

Financial Services
-96
- 23.36%
$479.92 - $590.74 $46.1K - $56.7K
315 $177M
Innovator Capital Management LLC
-929
- 65.24%
N/A
495 $25.1M
WING
Wingstop Inc.

Consumer Cyclical
-29
- 46.03%
$210.24 - $381.46 $6.1K - $11.1K
34 $11.4M
LNG
Cheniere Energy, Inc.

Energy
-3
- 3.3%
$197.25 - $244.33 $592 - $733
88 $21.4M
DELL
Dell Technologies Inc.

Technology
-15
- 15.63%
$71.63 - $125.98 $1.07K - $1.89K
81 $9.93M
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.51%
$276.76 - $326.81 $277 - $327
195 $60.1M
HCA
Hca Healthcare, Inc.

Healthcare
-135
- 67.16%
$317.61 - $387.52 $42.9K - $52.3K
66 $25.3M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-84
- 43.75%
$144.63 - $179.53 $12.1K - $15.1K
108 $17.8M
Linde PLC
-38
- 7.74%
N/A
453 $213M
Innovator Capital Management LLC
-1.35K
- 48.65%
N/A
1.42K $45.6M
CTAS
Cintas Corp

Industrials
-43.6K
- 99.36%
$190.11 - $227.66 $8.28M - $9.92M
280 $62.4M
AEM
Agnico Eagle Mines LTD

Basic Materials
-7
- 2.72%
$99.48 - $124.46 $696 - $871
250 $29.7M
GD
General Dynamics Corp

Industrials
-2
- 1.94%
$247.68 - $291.66 $495 - $583
101 $29.5M
CRH.L
Crh PLC

Basic Materials
-4.01K
- 90.96%
N/A
398 $36.5M
DXCM
Dexcom Inc

Healthcare
-126
- 47.73%
$59.83 - $87.57 $7.54K - $11K
138 $12M
Activity Summary
Buys All Purchases 593 New Holdings 68 Increased Positions 525 Sells All Sells 600 Reductions 599 Sold out 1 Options Calls 0 Puts 0
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